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Brian R

Series 63, Series 66

Coral Springs, FL

Morgan Stanley

Brian Rubino is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Rubino also serves as a FINRA and NFA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

General estate planning guidance
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Paul S

Series 63, Series 65

Coral Springs, FL

Morgan Stanley

Paul Sjogren is a financial advisor at Morgan Stanley with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a high school football and softball referee through local sports associations in Florida. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and resources to support its advisory programs.

General estate planning guidance
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Jeffrey C

Series 66

Coral Springs, FL

Morgan Stanley

Jeffrey Cosby is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Morgan Stanley. He is based in Coral Springs, FL. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate-sponsored financial planning services.

General estate planning guidance
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Melissa G

Series 66

Coral Springs, FL

Morgan Stanley

Melissa Gerdes is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016. Outside of her advisory role, she is involved in musical activities, including singing in a choir and teaching voice lessons. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and resources.

General estate planning guidance
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Jonathan F

Series 66

Coral Springs, FL

Morgan Stanley

Jonathan Faber is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling in its financial planning process.

General estate planning guidance
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Rory D

Series 63

Coral Springs, FL

Morgan Stanley

Rory Doyle is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved in a carpentry business, Rosalie's Son Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Ismail K

Series 66

Coral Springs, FL

Morgan Stanley

Ismail Kioko is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, CVS Health, Wells Fargo Bank, N.A., and Office Depot. Kioko is based in Coral Springs, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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David K

Series 63, Series 66

Coral Springs, FL

Morgan Stanley

David Kuffner is a financial advisor at Morgan Stanley in Coral Springs, FL, with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Rebecca N

Series 66

Coral Springs, FL

Morgan Stanley

Rebecca Niccols is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2012. Her practice is based in Coral Springs, FL. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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James A

Series 63, Series 65

Coral Springs, FL

Morgan Stanley

James Ambrose Jr. is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Ambrose is an instructor at the Ft. Lauderdale Adult Center and is involved with Christian Media Group, which provides professional media production and technology consulting services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

General estate planning guidance
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Andrew F

CFP®, Series 63

Coral Springs, FL

Morgan Stanley

Andrew Friedman is a CFP® with 29 years of industry experience, currently affiliated with Morgan Stanley in Coral Springs, FL. His prior work includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

General estate planning guidance
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Rosalia C

Series 63, Series 65

Coral Springs, FL

Morgan Stanley

Rosalia Camarda is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she serves as president of the Fairway Views Homeowners Association, overseeing the community's administration and acting as a spokesperson for the board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through structured planning processes supported by firm-approved tools and investment modeling.

General estate planning guidance
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Michael F

Series 63, Series 65

Coral Springs, FL

Morgan Stanley

Michael Frohman is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley since 2009 and with its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that incorporate structured discovery processes and advanced modeling tools.

General estate planning guidance
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Teresa M

Series 63

Coral Springs, FL

Morgan Stanley

Teresa Mcardle is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
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Lenore D

Series 66

Coral Springs, FL

Morgan Stanley

Lenore Dunlop is a Series 66-licensed financial advisor with Morgan Stanley, based in Coral Springs, FL, and has seven years of industry experience. She has worked with Morgan Stanley Private Bank since 2019 and has been with Morgan Stanley since 2018. Prior to her financial services career, she was involved with the Acupuncture Wellness Center of Florida and has managed self-employment activities since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and investment analyses to support client financial goals.

General estate planning guidance
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Charles P

Series 63, Series 65

Coral Springs, FL

Morgan Stanley

Charles Pavlov is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. He is based in Coral Springs, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and proprietary tools.

General estate planning guidance
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Barbara M

Series 63, Series 65

Coral Springs, FL

Morgan Stanley

Barbara Mikulski is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Estate Planning Strategies.

General estate planning guidance
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Sandra A

Series 63

Coral Springs, FL

Morgan Stanley

Sandra Anderson is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 30 years of industry experience. She previously worked at UBS Financial Services for ten years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools, supported by investment outlooks and modeling techniques, while clients are responsible for implementing and maintaining their plans.

General estate planning guidance
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